Wealth Dimensions Group’s Broadcom AVGO Stock Holding History

Wealth Dimensions Group’s Portfolio AVGO Stock Details AVGO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.01M	Buy	6,502 +197	+3%	+$64.8K	0.4%	35
2025 Q4	$2.18M	Sell	6,305 -1,676	-21%	-$599K	0.43%	34
2025 Q3	$2.63M	Sell	7,981 -11	-0.1%	-$3.38K	0.54%	26
2025 Q2	$2.2M	Sell	7,992 -154	-2%	-$33.4K	0.49%	30
2025 Q1	$1.36M	Buy	8,146 +951	+13%	+$201K	0.33%	41
2024 Q4	$1.67M	Buy	7,195 +3,152	+78%	+$583K	0.41%	35
2024 Q3	$697K	Buy	4,043 +373	+10%	+$59.8K	0.18%	68
2024 Q2	$589K	Buy	3,670 +420	+13%	+$58.9K	0.17%	73
2024 Q1	$431K	Sell	3,250 -90	-3%	-$11.2K	0.13%	89
2023 Q4	$373K	Sell	3,340 -290	-8%	-$27.5K	0.12%	95
2023 Q3	$302K	Sell	3,630 -310	-8%	-$26.9K	0.11%	106
2023 Q2	$342K	Buy	3,940 +10	+0.3%	+$713	0.12%	101
2023 Q1	$252K	Hold	3,930	–	–	0.1%	113
2022 Q4	$220K	Buy	+3,930	New	+$197K	0.09%	121
2022 Q2	–	Sell	-3,960	Closed	-$249K	–	128
2022 Q1	$249K	Buy	3,960 +50	+1%	+$2.97K	0.12%	119
2021 Q4	$260K	Buy	+3,910	New	+$220K	0.13%	112

Other funds holding AVGO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealth Dimensions Group's AVGO Position: Q1 2026 in Review

Wealth Dimensions Group increased its Broadcom (AVGO) stake by 3.1% in Q1 2026, buying an estimated $64.8K and bringing the position to 6,502 shares worth $2.01M. The position accounts for 0.4% of the portfolio, ranked #35.

Wealth Dimensions Group first reported a position in AVGO in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.63M in Q3 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

Wealth Dimensions Group held 6,502 shares of Broadcom worth $2.01M as of Q1 2026.
Wealth Dimensions Group bought 197 Broadcom shares in Q1 2026, an estimated $64.8K.
Broadcom made up 0.4% of Wealth Dimensions Group's portfolio in Q1 2026, its #35 holding.
Wealth Dimensions Group first reported a position in Broadcom in Q4 2021 and has held it in 16 quarters since.
Wealth Dimensions Group's Broadcom position peaked at $2.63M in Q3 2025.
4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.